As of 03/07/2014
Average Annual Total Returns
|w/ Sales Charge|
Expense Ratio and Sales Charge As of 05/01/2013 (updated annually)
|Gross Expense Ratio4||1.54%|
|Net Expense Ratio||1.54%|
|Max Initial Sales Charge||5.75%|
As of 02/28/2014
Strategy, Benefits, Results
At Mutual Series, we focus on recognizing value that other investors might miss.
Our goal is to deliver solid, risk-adjusted returns year in and year out. Over the last 60 years, Mutual Series’ consistent, deep-value approach has benefited shareholders with long-term investment horizons.
Investing in the Fund
What Are the Risks?
How Financial Advisors Help You
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